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This app allows Camelotta clients to view their account information, investment performance, and quarterly reports

Camelotta

by Camelot Technology Advisors, Inc.

What is it about?

This app allows Camelotta clients to view their account information, investment performance, and quarterly reports. The platform also provides firm updates and a single sign on to clients’ financial plan accounts.

App Details

Version
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
July 9, 2016
More info

App Screenshots

App Store Description

This app allows Camelotta clients to view their account information, investment performance, and quarterly reports. The platform also provides firm updates and a single sign on to clients’ financial plan accounts.

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